Current jobs related to Financial Administrator - Sutton Coldfield, Birmingham - Financial Divisions

  • Financial Planning Administrator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full time

    Financial Planning AdministratorWe are currently recruiting for a Financial Planning practice in Cheam who are looking for an experienced Financial Planning Administrator to join their team. The ideal candidate will have a background in financial services and be able to provide administrative support to the team.Key Responsibilities:Process business...

  • Financial Planning Administrator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full time

    Financial Planning AdministratorWe are currently recruiting for a Financial Planning practice in Cheam who are looking for an experienced Financial Planning Administrator to join their team. The ideal candidate will have a background in financial services and be able to provide administrative support to the team.Key Responsibilities:Process business...

  • Financial Planning Administrator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planning practice in Cheam.Key Responsibilities:Process business submissions within our service level agreement (SLA) and record...

  • Administrative Support Specialist for Financial Services

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    Job Role: IFA AdministratorNJR Recruitment is currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is seeking an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible.Key Responsibilities:Providing support to the...

  • Senior Administrator for Independent Financial Adviser

    2 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    Job Details:As a key member of our client's team, the IFA Administrator will play a crucial role in delivering exceptional customer service. The successful candidate will provide administrative support to the business, ensuring that clients receive the best possible service.Key Responsibilities:Provide administrative support to the financial services...

  • IFA Administrator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Vision-FS Recruitment Full time

    Job Title: IFA Administrator - Private Client Support RoleWe are seeking a highly skilled IFA Administrator to join our Private Client division. The successful candidate will provide administrative support to our financial advisers, servicing new and existing clients.Key Responsibilities:Provide administrative support to financial advisersUse various...

  • Financial Operations Coordinator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Daniel Owen Ltd Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Daniel Owen Ltd. As a key member of our Finance Team, you will be responsible for providing administrative support and ensuring the smooth operation of our financial processes.Key ResponsibilitiesBe the first point of contact for internal and...

  • Administrative Support Specialist for IFA Team

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    Job DescriptionNJR Recruitment is currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is seeking an IFA Administrator to support their team. The role involves providing administrative support to ensure clients receive the best possible service. Key responsibilities include delivering excellent customer service, working...

  • Financial Operations Coordinator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment is working with a leading Independent Financial Adviser firm based in Sutton Coldfield to find an experienced Financial Operations Coordinator. The chosen candidate will play a critical role in ensuring the smooth operation of the business, delivering exceptional customer service, and supporting the team to achieve their goals.This is an...

  • Financial Planning Assistant

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full time

    IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our team in Cheam. As an IFA Administrator, you will play a crucial role in supporting our Financial Planning practice by processing business submissions, managing internal and external enquiries, and ensuring compliance with our service level...

  • Administrative Support Specialist

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planning practice in Cheam.Duties:Process business submissions within our service level agreement (SLA); record all new business...

  • Medical Secretary

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Spire Healthcare Full time

    Medical Secretary RoleSpire Healthcare is seeking an experienced Medical Secretary to provide administrative support to our valued Consultants in a hospital setting.As a Medical Secretary, you will be responsible for providing a proficient and professional secretarial service to consultants and acting as a point of contact for patient enquiries, offering...

  • Senior Financial Administrator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom TPF Recruitment Full time

    Job SummaryWe are seeking a highly skilled Senior Bookkeeper to join our client based in Sutton. This is a fantastic opportunity for a career bookkeeper to take their skills to the next level and work with a reputable midsized practice.The ideal candidate will have prior bookkeeping experience, preferably within an accountancy practice, and be proficient in...

  • Senior Financial Administrator

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom TPF Recruitment Full time

    Job OverviewWe are seeking a highly skilled Senior Bookkeeper to join our client\u0027s team in Sutton. As a Senior Bookkeeper, you will be responsible for processing transactions via Xero, performing bank reconciliations, and liaising directly with clients.Key ResponsibilitiesProcess transactions via XeroPerform bank reconciliationsLiaise directly with...

  • Senior Financial Administrator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom TPF Recruitment Full time

    We are currently recruiting a Senior Bookkeeper for an accountancy practice based in the area. They are a midsized practice with a great working culture. This role would be best suited to a career bookkeeper rather than a trainee accountant looking to qualify.This will be a varied position including:processing transactions via Xeroperforming bank...

  • Medical Secretary | Administration | Ad-Hoc

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Spire Healthcare Full time

    Medical Secretary RoleSpire Little Aston Hospital is seeking an experienced Medical Secretary to provide a high-quality secretarial service to consultants and support patient enquiries.As a Medical Secretary, you will be responsible for providing a proficient and professional service, handling queries, and arranging admissions in a courteous manner.Key...

  • IFA Support Specialist

    5 days ago

    Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment is seeking an IFA Support Specialist to join their Sutton Coldfield-based Independent Financial Adviser firm. This role involves working as part of a team to provide exceptional client service.The IFA Support Specialist will be responsible for delivering high-quality administrative support, focusing on customer satisfaction and business...

  • Finance Assistant

    4 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Brackenberry Full time

    Job Title: Finance AssistantWe are seeking a highly skilled and organized Finance Assistant to join our team at Brackenberry Ltd. The successful candidate will be responsible for providing administrative support to our finance team, ensuring the smooth operation of our financial processes.Key Responsibilities:Provide exceptional customer service to internal...

  • Warehouse Operations Assistant

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Challenge - TRG Recruitment Limited Full time

    Warehouse Stock AdministratorHams Hall B46This is a part-time opportunity to join our team in a diverse administrative role based at our Hams Hall site. The ideal candidate will be flexible in all aspects of on-site administration.Key Responsibilities:• Process all orders for picking and dispatch in a priority sequence.• Monitor internal stock movements...

  • Senior Governance Business Officer

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Ad Warrior Full time

    Job Title: Senior Governance Business OfficerLocation: Sutton, SM1 (some travel to other sites may be required)Job Type: Part Time, PermanentWorking Pattern: 18 hours per week, Term TimeThe Senior Governance Business Officer will be responsible for providing governance and business support to the school. This will include managing budgets, coordinating...

Financial Administrator

2 months ago

Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full time
Financial Administrator Opportunity

We are seeking an experienced Financial Administrator to join our team in the Sutton office. As a key member of our administration team, you will provide end-to-end support to our Advisers, ensuring seamless delivery of our wealth planning services.

About the Role

This is an exciting opportunity for a skilled Financial Administrator to join a well-established financial advice business. You will be responsible for administering client relationships, managing client data, and providing administrative support to our Advisers.

Key Responsibilities
  • Provide administrative support to our Advisers, including client onboarding, data management, and document preparation.
  • Manage client relationships, ensuring excellent customer service and timely communication.
  • Contribute to the development of our wealth planning services, working closely with our Advisers and other team members.
  • Maintain accurate and up-to-date records, adhering to regulatory requirements and company policies.
Requirements

To be successful in this role, you will need:

  • At least months of administration experience in a wealth planning firm.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in Microsoft Office, with experience of CRM systems and other administrative software.
What We Offer

We offer a competitive salary, plus benefits, including PMI, DIS, and a pension scheme. You will also have the opportunity to work in a dynamic and supportive team environment, with opportunities for professional development and growth.